Customer Wishlist

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  1. Reports

    I have a wish.
    My wish is to be able to use Current to analyse our sales data.
    I wish to see Total Turnover ( within a date range) available within Current ( not exported than add it myself)
    Total Turnover, Total Tax.
    Along side this I would hope to be able to mine deeper for Total transport costs, Total Freelance staff etc.
    This info is then used to predict budgets for following year.

    1 vote
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    • Populate discussions by adding a CC email address.

      For times when the Discussion module isn't appropriate, It would be great to be able to CC my opportunity into my standard email so that the crew can still see my correspondence.

      3 votes
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      • Shortage warning in Job Planner View.

        We use the Job Planner a lot but have to go back to the Opportunities view in order to find jobs with shortages.

        Please make the 'shortage' jobs a slightly darker red.

        3 votes
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        • UI

          Current is an increasingly good RMS tool. A combination of solid tools and expert help. I find that everywhere else in the field, it looks better and is more intuitive.

          However, the one overall feeling I get is that the code quite quickly becoming outdated. It’s as though written in html4 when the internet is advancing well away from that. (I don’t know what underlying code it’s supported by)

          Current has set the bar high, but it’s only further development at the same rate which will let them stay on top.

          I want drag and drop file uploading.
          I want…

          0 votes
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            0 comments  ·  General  ·  Admin →
          • Chargeable Hours

            Can there be chargeable hours set in an opportunity. For example a piece of equipment might be needed for an event for 5 hours which includes pack up and set up however only 3 hours are actually charged to the customer. Similar to chargeable days, but chargeable hours.

            3 votes
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            • Set hours of operations

              is there a way to set operational hours and individual hours for bookable resources without making a new activity every single day? Like setting operational hours for the store so you only see 9-5 or whatever those hours are. Or setting individual availability for bookable resources like student employees? this would be very helpful.

              6 votes
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              • Number order in Products List

                The number order appears in the products list a little confusing to us, for example our inventory would have the below and we would want it to appear in length order as shown;

                1m 16a Cable
                2m 16a Cable
                3m 16a Cable
                5m 16a Cable
                10m 16a Cable
                15m 16a Cable
                20m 16a Cable
                30m 16a Cable

                However is reality it lists as

                10m 16a Cable
                1m 16a Cable
                20m 16a Cable
                2m 16a Cable
                30m 16a Cable
                3m 16a Cable
                5m 16a Cable

                Can it be changed to order by length correctly?
                Thanks!

                2 votes
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                • Logical schedule order

                  Take a look at Schedule on the right side of opportunity.
                  Am I the only one that feels this order would be more logical ?

                  DELIVERY
                  CHARGING START DATE
                  CHARGING END DATE
                  COLLECTION

                  (Standard schedule type!)

                  1 vote
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                  • Bulk Editing Services Within an Opportunity

                    It would be very useful to be able to bulk edit the dates and chargeable days on services after they have been added to an opportunity.

                    Currently, if the dates a service is needed change, the only options are to edit each line item separately or delete the line items and re-add them with the new dates.

                    A great feature would be tick-boxes to select a number of services and set new start dates, end dates and chargeable days. On opportunities with multiple services, this would save a lot of editing time.

                    I have attached a file for how I…

                    24 votes
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                    • Add notes section in product/item

                      Add a notes section to each product/item (especially if serialised with an individual asset number). This would be useful for a number of reasons but recently for me we have re-numbered all our assets giving them a new barcode, it would have been useful to add the old number in a notes field for reference in the future.

                      1 vote
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                      • View more/all items per page on "View All Stock Levels" option

                        When viewing all stock levels within a product it would be great to be able to amend the number per to view per page or even to show all instead of having to click next or go to the next page.

                        1 vote
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                        • 1 vote
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                          • Report to show Profit Margins made on each event/customer

                            Perhaps within the Customer Income Report, an additional column to show what Profit Margin was made against the customer (income minus the costs).

                            3 votes
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                              0 comments  ·  Reports  ·  Admin →
                            • Show the quantity available of a product based on mandatory components/accessories

                              If I have a product with 20 available, but there is a mandatory component with only, say, 10 available, can the product picker show that there's only 10 of the parent product available. Given there are mandatory parts of the product, it doesn't make sense to show the availability of the parent product.

                              3 votes
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                              • Eyes Only Private Correspondence

                                Eyes Only - Private Conversations should be an option to select whilst creating discussions and activities. As some subject matter can be very sensitive and not for everyone's eyes.

                                It seems like someone else already has suggested a similar idea: see below.

                                In an ideal world all of our communications (internal and external) would go through Discussions. The depth of the feature is not full enough however to make it a standard operating procedure, and we only use it for one task which is a shame. Key areas of development that would really make it 'fully cooked' for use:

                                1)…

                                1 vote
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                                • Hide Custom Fields

                                  I have custom fields setup for Lights, Rigging and Audio, however within the product is shows all the custom fields for all 3 areas, i would like to be able to show only the custom fields relating to that item.

                                  3 votes
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                                  • Remember drop-down status

                                    The list on the right side with Attributes, Actions, Print + + can be quite long. I can hide what I don't want to see but it will not 'stick'.
                                    Next time all lists are expanded again.

                                    I would like to see my custom fields at the bottom right away. Like shown in picture:

                                    3 votes
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                                    • Put a reverse button for moved items

                                      When you move items to a new opportunity as they've been left behind, or the client has kept them longer etc, it would be really beneficial to be able to move those items back to the original opportunity. I have a situation where i mistakingly moved the services to a new opportunity and now i cannot invoice my job as i'm unable to move them back to the original. I'm also unable to delete them to be able to re add them.

                                      I think a reverse button would be really helpful.
                                      Thanks

                                      1 vote
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                                      • Put a reverse button for moved items

                                        When you move items to a new opportunity as they've been left behind, or the client has kept them longer etc, it would be really beneficial to be able to move those items back to the original opportunity. I have a situation where i mistakingly moved the services to a new opportunity and now i cannot invoice my job as i'm unable to move them back to the original. I'm also unable to delete them to be able to re add them.

                                        I think a reverse button would be really helpful.
                                        Thanks

                                        1 vote
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                                        • Deal pricing and Quickbooks integration

                                          So we really appreciate the do a deal feature, but we are just now realizing that this feature does not work with the Quickbooks Integration. You should at least clarify this in the help articles. For users unaware, when you use 'Deal Pricing' it breaks all revenue group mapping you have with Quickbooks. For us this is a deal breaker and we have to stop using 'Do A Deal' because of it. Can we get some votes in here so Current will fix this bug? In the meantime we will go back to discounting the old fashioned way.

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